3 / 5 Stars
5 4 3 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#18 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.55 percent over the past year, 14.89 percent over the past three years, 28.03 percent over the past five years, and 7.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||28.0%|
|10 Years (Annualized)||7.9%|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies that the Adviser believes possess prospects for growth that are underappreciated by the market. It invests primarily in U.S. common stocks, but may, to a lesser extent, invest in foreign common stocks and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.
Fees are High compared to funds in the same category.
Pin Oak Equity has an expense ratio of 1.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.